Whitener Capital Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Whitener Capital Management, Inc. reported 154 stock positions worth $353.4 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by JPMorgan Chase (JPM, 5.5%) and Walmart (WMT, 4.8%). Compared with Q4 2024, it opened 1 new position, sold out of 5, added to 73 and reduced 61. The biggest buy was Abbvie (ABBV, shares +0%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Rocky Mount, NC
- CIK
- 0000825217
- Portfolio Value
- $353.4M (Q1 2025)
- SEC Filing
- 0001085146-25-002532 ↗ filed May 1, 2025
Holdings Value
Holdings 154 stocks · $353.4M
| AAPL Apple Inc. | 6.60% | 105,102 | $23.3M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 5.52% | 79,496 | $19.5M | Reduce -0.4% |
| WMT Walmart Inc. | 4.77% | 192,174 | $16.9M | Reduce -1.5% |
| MSFT Microsoft Corp. | 4.48% | 42,150 | $15.8M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 4.24% | 96,855 | $15.0M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 4.23% | 78,607 | $15.0M | Reduce -0.1% |
| NVDA Nvidia Corp. | 3.78% | 123,377 | $13.4M | Add +5.1% |
| V Visa Inc. Class A | 3.25% | 32,747 | $11.5M | Reduce -1.4% |
| MCD McDonald's Corp. | 2.68% | 30,375 | $9.5M | Add +5.2% |
| HON Honeywell International Inc. | 2.63% | 43,921 | $9.3M | Reduce -0.2% |
| ABBV Abbvie Inc. | 2.28% | 38,376 | $8.0M | Add +0.3% |
| PEP Pepsico Inc. | 1.97% | 46,521 | $7.0M | Add +4.8% |
| GS Goldman Sachs Group Inc. | 1.92% | 12,449 | $6.8M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.78% | 11,785 | $6.3M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 1.70% | 35,227 | $6.0M | Add +0.9% |
| DUK Duke Energy Corp. | 1.58% | 45,778 | $5.6M | Add +3.6% |
| XOM Exxon Mobil Corp. | 1.41% | 41,900 | $5.0M | Add +3.2% |
| TFC Truist Financial Corp. | 1.41% | 120,708 | $5.0M | Reduce -2.2% |
| SCHB Schwab US Broad Market ETF | 1.28% | 210,159 | $4.5M | Reduce -8.0% |
| HD Home Depot Inc. | 1.19% | 11,523 | $4.2M | Add +4.4% |
| ROK Rockwell Automation Inc. | 1.09% | 14,955 | $3.9M | Add +0.3% |
| CVX Chevron Corp. | 1.09% | 23,032 | $3.9M | Add +6.8% |
| UNH Unitedhealth Group Inc. | 1.06% | 7,132 | $3.7M | Add +21.2% |
| LOW Lowe's Cos Inc. | 1.04% | 15,701 | $3.7M | Add +15.1% |
| CAT Caterpillar Inc. | 1.04% | 11,103 | $3.7M | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.99% | 21,148 | $3.5M | Add +6.0% |
| MRK Merck & Co. Inc. | 0.99% | 38,953 | $3.5M | Reduce -3.8% |
| DE Deere & Co. | 0.97% | 7,282 | $3.4M | Add +1.0% |
| ABT Abbott Laboratories | 0.93% | 24,870 | $3.3M | Reduce -2.2% |
| ISRG Intuitive Surgical Inc. | 0.85% | 6,079 | $3.0M | Add +15.3% |
| COST Costco Wholesale Corp. | 0.81% | 3,040 | $2.9M | Add +5.2% |
| META Meta Platforms Inc. Class A | 0.77% | 4,711 | $2.7M | Add +18.8% |
| RY Royal Bank of Canada | 0.72% | 22,670 | $2.6M | Reduce -0.7% |
| KO The Coca-Cola Co. | 0.71% | 34,820 | $2.5M | Add +1.4% |
| MMM 3M Co. | 0.71% | 16,970 | $2.5M | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.68% | 22,032 | $2.4M | Add +7.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.67% | 100,317 | $2.4M | Add +2.4% |
| RTX RTX Corp. | 0.66% | 17,515 | $2.3M | Add +4.3% |
| IAU iShares Gold Trust | 0.66% | 39,310 | $2.3M | Reduce -0.4% |
| SPGI S&P Global Inc. | 0.64% | 4,450 | $2.3M | No change |
| MO Altria Group Inc. | 0.60% | 35,502 | $2.1M | Add +1.4% |
| AMGN Amgen Inc. | 0.60% | 6,833 | $2.1M | Add +1.0% |
| NKE Nike Inc. Class B | 0.59% | 32,682 | $2.1M | Reduce -4.5% |
| SCHD Schwab US DVD Equity ETF | 0.57% | 72,302 | $2.0M | Reduce -3.3% |
| PANW Palo Alto Networks Inc. | 0.56% | 11,688 | $2.0M | Add +2.0% |
| LIN Linde PLC | 0.53% | 4,009 | $1.9M | No change |
| PFE Pfizer Inc. | 0.52% | 72,613 | $1.8M | Reduce -2.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.50% | 7,140 | $1.8M | Reduce -2.6% |
| PEO Adams Natural Resources Fund | 0.50% | 76,715 | $1.7M | Add +5.3% |
| XLB SS Materials Select Sector | 0.47% | 19,321 | $1.7M | Add +9.1% |
| NSC Norfolk Southern Corp. | 0.44% | 6,572 | $1.6M | Reduce -4.0% |
| KMB Kimberly-Clark Corp. | 0.43% | 10,765 | $1.5M | Reduce -2.8% |
| VZ Verizon Communications Inc. | 0.43% | 33,195 | $1.5M | Add +12.2% |
| CMI Cummins Inc. | 0.42% | 4,778 | $1.5M | Add +0.0% |
| PM Philip Morris International | 0.42% | 9,255 | $1.5M | Reduce -5.1% |
| NFLX Netflix Inc. | 0.40% | 1,500 | $1.4M | Add +1.4% |
| SCHW Schwab (charles) Corp. | 0.39% | 17,808 | $1.4M | Add +54.5% |
| B Barrick Gold Corp. | 0.39% | 71,639 | $1.4M | Reduce -2.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.39% | 3,900 | $1.4M | Add +140.0% |
| MLM Martin Marietta Materials | 0.39% | 2,865 | $1.4M | Add +2.5% |
| MA Mastercard Inc. Class A | 0.37% | 2,380 | $1.3M | Add +1.3% |
| LLY Eli Lilly & Co. | 0.35% | 1,481 | $1.2M | Reduce -18.6% |
| MDT Medtronic PLC | 0.34% | 13,265 | $1.2M | No change |
| EPD Enterprise Products Partners | 0.34% | 34,861 | $1.2M | Reduce -0.2% |
| SCHV Schwab US Large-Cap Value | 0.33% | 44,301 | $1.2M | Add +3.0% |
| KR Kroger Co. | 0.32% | 16,698 | $1.1M | Reduce -3.2% |
| TY Tri-Continental Corp. | 0.32% | 36,551 | $1.1M | Reduce -0.3% |
| COF Capital One Financial Corp. | 0.31% | 6,074 | $1.1M | Reduce -1.7% |
| IYC iShares US Consumer Discreti | 0.30% | 11,955 | $1.1M | Add +0.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.30% | 12,440 | $1.0M | Reduce -3.0% |
| SCHG Schwab US Large-Cap Growth | 0.29% | 41,594 | $1.0M | Add +26.0% |
| GD General Dynamics Corp. | 0.27% | 3,560 | $970K | Add +0.8% |
| GILD Gilead Sciences Inc. | 0.27% | 8,517 | $954K | Reduce -1.6% |
| PFF iShares Preferred & Income S | 0.27% | 30,496 | $937K | Add +51.7% |
| NDAQ Nasdaq Inc. | 0.26% | 12,210 | $926K | Add +4.2% |
| FCNCA First Citizens Bcshs Class A | 0.26% | 495 | $918K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.24% | 42,004 | $855K | Add +59.4% |
| XLK SS Technology Select Sector | 0.24% | 4,060 | $838K | Add +20.2% |
| D Dominion Energy Inc. | 0.24% | 14,870 | $834K | Add +1.7% |
| BDX Becton Dickinson and Co. | 0.23% | 3,600 | $825K | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 0.23% | 13,206 | $815K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 18,135 | $757K | Add +4.3% |
| UNP Union Pacific Corp. | 0.21% | 3,142 | $742K | Add +5.0% |
| AMAT Applied Materials Inc. | 0.21% | 5,074 | $736K | Reduce -0.1% |
| TXN Texas Instruments Inc. | 0.21% | 4,059 | $729K | Reduce -2.4% |
| MDLZ Mondelez International Inc. Class A | 0.20% | 10,595 | $719K | Add +1.9% |
| EW Edwards Lifesciences Corp. | 0.19% | 9,473 | $687K | Reduce -2.3% |
| ORCL Oracle Corp. | 0.19% | 4,868 | $681K | Add +1.8% |
| PSX Phillips 66 | 0.19% | 5,348 | $660K | No change |
| RVT Royce Small-Cap Trust Inc. | 0.19% | 46,172 | $657K | Reduce -7.6% |
| ET Energy Transfer LP | 0.18% | 35,121 | $653K | Add +2.9% |
| ARCC Ares Capital Corp. | 0.18% | 28,092 | $623K | Reduce -5.0% |
| CSX CSX Corp. | 0.18% | 21,020 | $619K | Reduce -4.8% |
| NOC Northrop Grumman Corp. | 0.16% | 1,119 | $573K | Reduce -33.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.16% | 15,745 | $569K | Add +5.6% |
| IYF iShares US Financials ETF | 0.16% | 4,945 | $558K | Add +24.9% |
| BSCR Invesco Bulletshares 2027 CB | 0.15% | 27,846 | $546K | Reduce -5.0% |
| TGT Target Corp. | 0.15% | 4,977 | $519K | Reduce -4.3% |
| ACN Accenture PLC Class A | 0.14% | 1,642 | $512K | Add +169.2% |
| QCOM Qualcomm Inc. | 0.14% | 3,320 | $510K | Reduce -2.6% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -2.5% | 6.60% | −0.96 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 4.24% | −0.94 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 4.23% | −0.61 |
| SCHB Schwab US Broad Market ETF | Reduce -8.0% | 1.28% | −0.17 |
| WMT Walmart Inc. | Reduce -1.5% | 4.77% | −0.17 |
| HON Honeywell International Inc. | Reduce -0.2% | 2.63% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -3.8% | 0.99% | −0.14 |
| NKE Nike Inc. Class B | Reduce -4.5% | 0.59% | −0.14 |
| CAT Caterpillar Inc. | Reduce -2.2% | 1.04% | −0.12 |
| TFC Truist Financial Corp. | Reduce -2.2% | 1.41% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -35.9% | 0.14% | −0.09 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.07 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.07 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.06 |
| XBOEX BlackRock Enh GLBL DVD TR | Sold out | 0.00% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -33.0% | 0.16% | −0.06 |
| TGT Target Corp. | Reduce -4.3% | 0.15% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -18.6% | 0.35% | −0.05 |
| RY Royal Bank of Canada | Reduce -0.7% | 0.72% | −0.05 |
| JEF Jefferies Financial Group Inc. | Reduce -1.8% | 0.08% | −0.04 |
| PFE Pfizer Inc. | Reduce -2.9% | 0.52% | −0.04 |
| RVT Royce Small-Cap Trust Inc. | Reduce -7.6% | 0.19% | −0.04 |
| CSX CSX Corp. | Reduce -4.8% | 0.18% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -0.1% | 0.21% | −0.02 |
| AXP American Express Co. | Reduce -4.9% | 0.14% | −0.02 |
| DIS The Walt Disney Co. | Reduce -4.5% | 0.12% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.3% | 0.10% | −0.01 |
| AKAM Akamai Technologies Inc. | Reduce -3.5% | 0.06% | −0.01 |
| PPT Franklin Premir Inc. Trust-Ui | Sold out | 0.00% | −0.01 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -23.4% | 0.06% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -2.4% | 0.21% | −0.01 |
| XFFCX Flaherty & Crumrine Pref Inc. | Reduce -13.3% | 0.10% | −0.01 |
| BA The Boeing Co. | Reduce -12.5% | 0.06% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -4.0% | 0.44% | −0.01 |
| TY Tri-Continental Corp. | Reduce -0.3% | 0.32% | −0.01 |
| TSI TCW Strategic Income Fund | Reduce -14.4% | 0.05% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -2.3% | 0.19% | −0.01 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -5.0% | 0.15% | −0.01 |
| ARCC Ares Capital Corp. | Reduce -5.0% | 0.18% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -7.9% | 0.07% | −0.01 |
| DGRO iShares Core Dividend Growth | Reduce -5.2% | 0.13% | −0.00 |
| MAIN Main Street Capital Corp. | Reduce -2.6% | 0.09% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.1% | 0.06% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.0% | 0.08% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -2.6% | 0.14% | −0.00 |
| BDX Becton Dickinson and Co. | Reduce -2.7% | 0.23% | −0.00 |
| MU Micron Technology Inc. | Reduce -5.0% | 0.08% | −0.00 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -1.8% | 0.13% | −0.00 |
| COF Capital One Financial Corp. | Reduce -1.7% | 0.31% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.3% | 0.57% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| ABBV Abbvie Inc. | Add +0.3% | 2.28% | +0.37 |
| MCD McDonald's Corp. | Add +5.2% | 2.68% | +0.34 |
| DUK Duke Energy Corp. | Add +3.6% | 1.58% | +0.25 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +140.0% | 0.39% | +0.23 |
| UNH Unitedhealth Group Inc. | Add +21.2% | 1.06% | +0.22 |
| CVX Chevron Corp. | Add +6.8% | 1.09% | +0.21 |
| XOM Exxon Mobil Corp. | Add +3.2% | 1.41% | +0.19 |
| JNJ Johnson & Johnson | Add +6.0% | 0.99% | +0.18 |
| SCHW Schwab (charles) Corp. | Add +54.5% | 0.39% | +0.16 |
| SF Stifel Financial Corp. | New | 0.12% | +0.12 |
| META Meta Platforms Inc. Class A | Add +18.8% | 0.77% | +0.12 |
| RTX RTX Corp. | Add +4.3% | 0.66% | +0.11 |
| DE Deere & Co. | Add +1.0% | 0.97% | +0.11 |
| AMGN Amgen Inc. | Add +1.0% | 0.60% | +0.11 |
| KO The Coca-Cola Co. | Add +1.4% | 0.71% | +0.11 |
| VZ Verizon Communications Inc. | Add +12.2% | 0.43% | +0.09 |
| BSCS Invesco Bulletshares 2028 CB | Add +59.4% | 0.24% | +0.09 |
| LOW Lowe's Cos Inc. | Add +15.1% | 1.04% | +0.09 |
| MO Altria Group Inc. | Add +1.4% | 0.60% | +0.09 |
| PFF iShares Preferred & Income S | Add +51.7% | 0.27% | +0.09 |
| ACN Accenture PLC Class A | Add +169.2% | 0.14% | +0.08 |
| PEP Pepsico Inc. | Add +4.8% | 1.97% | +0.08 |
| ISRG Intuitive Surgical Inc. | Add +15.3% | 0.85% | +0.08 |
| COST Costco Wholesale Corp. | Add +5.2% | 0.81% | +0.07 |
| PG The Procter & Gamble Co. | Add +0.9% | 1.70% | +0.06 |
| XLB SS Materials Select Sector | Add +9.1% | 0.47% | +0.05 |
| PEO Adams Natural Resources Fund | Add +5.3% | 0.50% | +0.05 |
| NOBL Proshares S&P 500 Dividend A | Add +41.0% | 0.12% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +26.0% | 0.29% | +0.04 |
| IYF iShares US Financials ETF | Add +24.9% | 0.16% | +0.04 |
| MDLZ Mondelez International Inc. Class A | Add +1.9% | 0.20% | +0.03 |
| AVGO Broadcom Inc. | Add +84.2% | 0.11% | +0.03 |
| NFLX Netflix Inc. | Add +1.4% | 0.40% | +0.03 |
| T AT&T Inc. | Add +0.0% | 0.11% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.3% | 0.37% | +0.02 |
| XLV SS Health Care Select Sector | Add +14.9% | 0.12% | +0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +5.6% | 0.16% | +0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +2.4% | 0.67% | +0.02 |
| SCHV Schwab US Large-Cap Value | Add +3.0% | 0.33% | +0.02 |
| UNP Union Pacific Corp. | Add +5.0% | 0.21% | +0.02 |
| XFRAX BlackRock Fltng RT Inc. Strat | Add +22.4% | 0.14% | +0.02 |
| XLK SS Technology Select Sector | Add +20.2% | 0.24% | +0.02 |
| XLE SS Energy Select Sector | Add +17.7% | 0.07% | +0.02 |
| D Dominion Energy Inc. | Add +1.7% | 0.24% | +0.02 |
| GD General Dynamics Corp. | Add +0.8% | 0.27% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +9.5% | 0.14% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +6.2% | 0.12% | +0.01 |
| SUN Sunoco LP | Add +0.1% | 0.07% | +0.01 |
| PSA Public Storage | Add +6.0% | 0.13% | +0.01 |
| DRLL Strive US Energy ETF | Add +3.2% | 0.07% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $472.1M | GOOGL, NVDA, AAPL, JPM, WMT |
| Q1 2026 | 174 | $438.4M | GOOGL, WMT, AAPL, JPM, NVDA |
| Q4 2025 | 169 | $439.4M | GOOGL, AAPL, JPM, NVDA, WMT |
| Q3 2025 | 165 | $417.7M | AAPL, JPM, GOOGL, NVDA, MSFT |
| Q2 2025 | 155 | $377.5M | JPM, AAPL, MSFT, NVDA, WMT |
| Q1 2025 | 154 | $353.4M | AAPL, JPM, WMT, MSFT, GOOGL |
| Q4 2024 | 158 | $356.9M | AAPL, JPM, GOOGL, MSFT, WMT |
| Q3 2024 | 155 | $352.6M | AAPL, MSFT, JPM, GOOGL, WMT |
| Q2 2024 | 153 | $330.2M | AAPL, MSFT, GOOGL, JPM, NVDA |
| Q1 2024 | 151 | $305.5M | AAPL, MSFT, JPM, GOOGL, AMZN |